U.S. small cap stocks are in a groove, a scenario benefiting exchange traded funds such as the
That also benefits ERSX. The fund selects the most entrepreneurial, primarily Non-US Small Cap companies, that meet the thresholds embedded in its proprietary Entrepreneur Factor (EF). ERShares’ ETF delivers strong performance across a variety of investment strategies without disrupting investors’ underlying risk profile metrics. Their geographic diversity enables them to harness global advantages through additional returns associated with currency fluctuations, strategic geographic allocations, comparative trade imbalances, and relative supply/demand strengths.
Part of the case for ERSX is that domestic small caps are more richly valued than their ex-US counterparts.
January 25, 2021
Small-cap bullishness that started late last year is continuing to start 2021, raising the tide for exchange traded funds such as the
ERSX selects the most entrepreneurial, primarily Non-US Small Cap companies, that meet the thresholds embedded in their proprietary Entrepreneur Factor (EF). ERShares’ ETF delivers strong performance across a variety of investment strategies without disrupting investors’ underlying risk profile metrics. Their geographic diversity enables them to harness global advantages through additional returns associated with currency fluctuations, strategic geographic allocations, comparative trade imbalances, and relative supply/demand strengths.
ERSX is up 11.7% year-to-date according to Morningstar data, and there are reasons to believe that performance is more floor than ceiling.
Past performance doesn’t always repeat, but the
Entrepreneur 30 Fund (ENTR) is starting to turn heads. After surging in 2020, the ERShares ETF is off to a strong start this year.
The Entrepreneur 30 Fund tries to reflect the performance of the Entrepreneur 30 Index, which is comprised of 30 U.S. companies with the highest market capitalizations and composite scores based on six criteria referred to as entrepreneurial standards. ENTR primarily invests in US Large Cap companies that meet the thresholds embedded in their proprietary Entrepreneur Factor (EF).
As of Jan. 22, ENTR was up 10.56% year-to-date, topping its Morningstar category average by 721 basis points. That’s saying something because there are nearly 1,330 funds in that category.